Asset Management That’s Focused on Retirement

Asset management is a major part of the retirement plan for most retirees. Although many have fixed income sources including Social Security and pensions, for most retirees, their portfolio is a primary part of their income generating strategy. At the Retirement Planning Specialists, we know this and work with our clients to ensure that their retirement plan and portfolio work together to provide an optimal, long-term approach to a sustainable income.

Our approach to asset management isn’t based on hope or hype-or trying to guess what the hot thing will be next month or next year. It’s based on long-term, academic evidence about what really matters in portfolio design and construction. The key word is: evidence. You don’t want your doctor to “wing it” and you shouldn’t want your financial advisor to wing it either…and we don’t.

Although the investment world is more complex than ever, our goal in asset management is to help simplify the complex and build a customized portfolio, specific to your plan and your needs. And that portfolio needs to consider your income needs not just this year or next, but for the entirety of retirement.

Visit our investment management page and scroll to the bottom for a list of the kinds of questions we can help you answer.

Click here for a much more extensive discussion of what really matters in asset management.